How to update a client in Copilot after a contract is signed | Scribe
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How to update a client in Copilot after a contract is signed
Véronique Cadet |
0 step |
2 minutes
Copilot
Make
Create a new scenario in Make
Click the + button to add a trigger. Search for and select "Copilot"
Click "Watch Signed Contracts"
Click "Add" or "Create a webhook"
Name your Webhook
Select or add your Copilot account then click "Save"
Click "Copy address to clipboard"
In a new tab go to the Copilot Dashboard
Click "Settings"
Click "API"
Click "New webhook"
Label the webhook and paste the webhook URL from Make into the Endpoint URL field
Click the "Events to send" field.
Click "contract.signed"
Click "Update"
Click "Confirm"
Click "OK"
Add a new module and select “Copilot”
Click "Retrieve a Client"
Click here.
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